See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE11+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $75,194 |
INTAC ACTUARIAL SERVICES2 years Service code 64 · EIN 22-2446239 | Recordkeeping Fees | $13,800 |
LPL FINANCIAL4 years Filed as: LION STREET FINANCIAL LLC Service code 27 · EIN 80-0842559 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,575 | $50,982-55.7% | $154,803-85.4% | $85,563-73.6% |
| Participation rate | 100.0% | 59.8%+40.2pp | 78.1%+21.9pp | 66.0%+34.0pp |
| Annual return | 15.81% | 30.35%-14.5pp | 58.88%-43.1pp | 31.51%-15.7pp |
| Employer contribution / active EE | $1,184 | $1,708-30.7% | $4,305-72.5% | $2,654-55.4% |
| Participant deferral / active EE | $1,494 | $2,474-39.6% | $5,540-73.0% | $4,375-65.9% |
| Admin fee / account holder | $21 | $846-97.5% | $14,329-99.9% | $834-97.5% |